• Collaborate with Sales Operations, Marketing, and Sales Teams to maintain, manage, and optimize sales tools such as Salesloft, Highspot, Docebo, LinkedIn and Salesforce • Design and facilitate training and training resources, including onboarding of new sales individuals• Create a measurement tool to evaluate internal usage and effectiveness of sales tools such as Salesloft and LinkedIn Sales Navigator, and provide analysis of findings to Regional Leaders

• Coordinated with Salesforce Administrator and other supporting departments to identify improvements, improve procedural gaps, refine data points, and drive growth to the company• Maintained company CRM system (SalesForce), developed dashboards within Salesforce, performed cost comparisons, analyzed illustrations, and refined reports to ensure accuracy• Developed and implemented new reports/dashboards for Marketing Team to drive focused marketing initiatives and achieve company growth more efficiently• Trained new Sales Representatives during onboarding process and provided regular ongoing training for Sales Reps

• Facilitated administrative tasks for Sales Representatives, Partner Account Managers, and other sales support members, including data entry, project management, and customer communication• Processed RFP requests and proposals, completed profit-sharing illustrations and cost comparisons, and communicated with customers on behalf of Sales Reps• Created Standard Operating Procedures for day-to-day tasks, including standardized usage of tech tools like CRM and SFDC• Maintained data integrity by ensuring proper usage and accurate reporting within the CRM

• Fostered relationships with leads and educated potential customers on various retirement plan offerings available to them• Worked alongside Financial Advisors and business owners to understand how product and service offerings can best support their business and help qualify which would be the best fit for the customer• Collaborated with Marketing team to provide relevant materials to customers regarding updates to the industry and other pertinent information that may assist in the customer’s buying journey

• Assisted a dedicated Sales Representative with administrative work, including calling financial advisors to secure appointments and performing follow up calls and emails • Completed cost comparisons, illustrations, RFPs, and proposal generation for potential new customers as requested by the Sales Representative

• Supported B2B dental office customers with supply needs by learning about their buying process and providing better cost solutions for their office• Achieved monthly sales goals while securing leads independently

• Managed a book of National Fleet Accounts to exceed company sales goals and support growth initiatives• Collaborated with National Account Executives to strategize growth opportunities in all areas of the business, identify gaps in the customer experience, and represent the end-user in program rollouts • Educated customers and made product recommendations and solutions based on their needs

• Assisted customers with placing orders both over the phone and by email• Entered and processed orders to meet warehouse shipping deadlines• Supported Sales Representatives with administrative assistance